◀ The Principal Blog

Posts tagged ‘Fiduciary’

How to explain fee levelization —zero revenue sharing investment options approach

It’s no secret, many retirement plans use revenue sharing from the plan’s investment options to cover necessary fees, such as administrative costs. But, it often means 401(k) plan participants pay unequal proportions of those fees. Fee levelization — or fee equalization — helps business…

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What you need to know about fee levelization trends

Trends come and go. Sometimes they last, and sometimes they are short lived. In the retirement plan industry, sometimes we see trends that apply across all plan types, and sometimes we see trends that only apply with a narrow focus. A particular trend today is to look at how administrative fees are…

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